See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,511 | $50,082-97.0% | $93,406-98.4% | $79,858-98.1% |
| Participation rate | 98.5% | 60.9%+37.6pp | 66.8%+31.7pp | 69.6%+28.9pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $432 | $1,303-66.9% | $2,075-79.2% | $2,471-82.5% |
| Participant deferral / active EE | $1,082 | $2,212-51.1% | $3,126-65.4% | $3,740-71.1% |
| Admin fee / account holder | $56 | $3,454-98.4% | $5,230-98.9% | $5,306-98.9% |